Money and Me: How the expensive US stock market is being impacted by trends in AI

Money and Me: How the expensive US stock market is being impacted by trends in AI

Founder of the Tao of Trading, Simon Ree, joins Michelle Martin to discuss the market’s current valuation landscape.

He highlights that the Cyclically-Adjusted PE (CAPE) ratio stands at 38 - making U.S. stocks 97% more expensive than historical averages.

Against this backdrop, how should investors assess their exposure to AI stocks as concerns grow over AI infrastructure spending?

Is AI optimism strong enough to offset uncertainty surrounding Trump’s tariffs?

This episode unpacks Nvidia’s $600 billion market wipeout, the risks to AI investments, and whether investors should rethink their AI strategies.

Plus, insights on Trump’s tariffs, their impact on inflation, and potential shifts in global supply chains.

See omnystudio.com/listener for privacy information.

Jaksot(3770)

Market View Minutes:  Up or down - SG Reit & Cloud-based platform

Market View Minutes: Up or down - SG Reit & Cloud-based platform

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Money and Me: When markets are risky what should you do if you are planning to retire?

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Market View Minutes: Volkswagen biggest IPO ever!

Volkswagen is planning a massive IPO, one that could create a company that’s worth as much as Volkswagen is today. What’s does Volkswagen own that could be so valuable?  You’ll have to tune in to Mark...

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Market View: Sembcorp divests Indian coal power unit, CVS buys Signify Health, BYD, Berkshire Hathaway, Keppel Land, UK's new Prime Minister

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Will Sembcorp Industries' recent sale of its Indian coal power unit for $2.1 billion make it more attractive to investors? And why is CVS buying home health giant Signify Health for $8 billion? Michel...

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Professor Ilian Mihov, Dean of INSEAD and the Rausing Chaired Professor of Economic and Business Transformation breaks down central pillars of macroeconomics and inflation to help us understand the ne...

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Money and Me: Volatility of stock markets in September

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Given US Federal Reserve Chairman Jerome Powell's delivery of a stern commitment Friday to halting inflation, what can we expect from the outlook of interest rates? And is September truly the worst mo...

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Market View: Keppel 80% stake in 800 Super Holdings, Samudera, Huawei, Meta, AMC, US job report numbers

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Michelle Martin and Ryan Huang discuss what they make of Keppel Consortium's 80% stake in 500 Super Holdings and of Keppel's overall business. They also try to untwist the mystery behind Buffett's BYD...

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Market View Minutes: Is it time to place your bets on Japan?

Market View Minutes: Is it time to place your bets on Japan?

Japan is slowly opening its borders to tourists from overseas. From Wednesday, independent travellers can enter Japan for the first time in more than 2 and a half years. That’s good news for traveller...

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